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Savant Capital’s iShares Select U.S. REIT ETF ICF Stock Holding History

Savant Capital’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Sell
21,346
-388
-2% -$24.3K 0.01% 537
2025
Q4 		$1.3M Sell
21,734
-4,136
-16% -$251K 0.01% 507
2025
Q3 		$1.59M Buy
25,870
+1,440
+6% +$88K 0.01% 441
2025
Q2 		$1.49M Sell
24,430
-347
-1% -$21K 0.01% 415
2025
Q1 		$1.52M Sell
24,777
-156
-0.6% -$9.54K 0.01% 377
2024
Q4 		$1.5M Sell
24,933
-3,696
-13% -$236K 0.01% 523
2024
Q3 		$1.89M Buy
28,629
+5,785
+25% +$361K 0.02% 451
2024
Q2 		$1.31M Buy
+22,844
New +$1.27M 0.01% 508

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Bank of America
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Raymond James Financial
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FIA
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Cetera Investment Advisers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return